Sandy Spring Bank’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sandy Spring Bank’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$286K	Sell	682 -154	-18%	-$66.6K	0.01%	328
2024 Q4	$356K	Hold	836	–	–	0.01%	312
2024 Q3	$354K	Sell	836 -22	-3%	-$8.94K	0.01%	315
2024 Q2	$335K	Sell	858 -1,363	-61%	-$529K	0.01%	316
2024 Q1	$883K	Sell	2,221 -170	-7%	-$65.5K	0.04%	234
2023 Q4	$901K	Buy	2,391 +5	+0.2%	+$1.75K	0.04%	228
2023 Q3	$799K	Hold	2,386	–	–	0.04%	228
2023 Q2	$820K	Hold	2,386	–	–	0.04%	228
2023 Q1	$794K	Sell	2,386 -58	-2%	-$19.3K	0.05%	226
2022 Q4	$810K	Buy	2,444 +1,313	+116%	+$427K	0.05%	222
2022 Q3	$325K	Sell	1,131 -71	-6%	-$22.6K	0.02%	276
2022 Q2	$370K	Sell	1,202 -50	-4%	-$16.4K	0.02%	265
2022 Q1	$434K	Sell	1,252 -5	-0.4%	-$1.73K	0.02%	262
2021 Q4	$457K	Hold	1,257	–	–	0.02%	267
2021 Q3	$426K	Hold	1,257	–	–	0.02%	273
2021 Q2	$433K	Sell	1,257 -29	-2%	-$9.9K	0.02%	267
2021 Q1	$425K	Hold	1,286	–	–	0.02%	262
2020 Q4	$393K	Buy	1,286 +70	+6%	+$20.4K	0.02%	256
2020 Q3	$337K	Hold	1,216	–	–	0.02%	253
2020 Q2	$313K	Sell	1,216 -10	-0.8%	-$2.46K	0.02%	256
2020 Q1	$268K	Sell	1,226 -50	-4%	-$13.3K	0.02%	259
2019 Q4	$363K	Hold	1,276	–	–	0.03%	254
2019 Q3	$344K	Sell	1,276 -10	-0.8%	-$2.67K	0.03%	254
2019 Q2	$341K	Sell	1,286 -150	-10%	-$39.2K	0.03%	247
2019 Q1	$372K	Hold	1,436	–	–	0.03%	237
2018 Q4	$334K	Hold	1,436	–	–	0.03%	240
2018 Q3	$379K	Hold	1,436	–	–	0.03%	246
2018 Q2	$349K	Hold	1,436	–	–	0.03%	252
2018 Q1	$347K	Hold	1,436	–	–	0.03%	257
2017 Q4	$356K	Hold	1,436	–	–	0.03%	242
2017 Q3	$321K	Sell	1,436 -54	-4%	-$11.8K	0.03%	248
2017 Q2	$318K	Sell	1,490 -10	-0.7%	-$2.1K	0.03%	250
2017 Q1	$310K	Hold	1,500	–	–	0.03%	250
2016 Q4	$297K	Hold	1,500	–	–	0.03%	254
2016 Q3	$275K	Hold	1,500	–	–	0.03%	259
2016 Q2	$269K	Hold	1,500	–	–	0.03%	256
2016 Q1	$265K	Sell	1,500 -20	-1%	-$3.33K	0.03%	256
2015 Q4	$265K	Hold	1,520	–	–	0.03%	254
2015 Q3	$247K	Sell	1,520 -225	-13%	-$38.4K	0.03%	266
2015 Q2	$307K	Sell	1,745 -1,025	-37%	-$184K	0.03%	256
2015 Q1	$492K	Sell	2,770 -84	-3%	-$14.9K	0.06%	214
2014 Q4	$508K	Sell	2,854 -185	-6%	-$32K	0.06%	203
2014 Q3	$517K	Sell	3,039 -25	-0.8%	-$4.23K	0.06%	209
2014 Q2	$515K	Buy	3,064 +206	+7%	+$34.1K	0.06%	208
2014 Q1	$469K	Sell	2,858 -536	-16%	-$86.6K	0.07%	206
2013 Q4	$562K	Sell	3,394 -1,337	-28%	-$210K	0.08%	190
2013 Q3	$714K	Sell	4,731 -4,577	-49%	-$699K	0.11%	170
2013 Q2	$1.38M	Buy	+9,308	New	+$1.39M	0.22%	123

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sandy Spring Bank's DIA Position: Q1 2025 in Review

Sandy Spring Bank reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 18% in Q1 2025, selling an estimated $66.6K and leaving 682 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #328.

Sandy Spring Bank first reported a position in DIA in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.38M in Q2 2013. 1,256 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Sandy Spring Bank held 682 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $286K as of Q1 2025.
Sandy Spring Bank sold 154 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $66.6K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #328 holding.
Sandy Spring Bank first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.38M in Q2 2013.
1,256 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.